Clients
Client details, notification history, documents, and tags.
The Clients list (/clients) collects everyone who's booked an
appointment with you or been added manually, either from here or from the
new-appointment modal in Calendar & appointments.
Client page
- Details: name, phone, email, locations.
- Notification history: every email sent to this client (booking confirmation, time change, cancellation), with the real subject line. It's the first thing to check if a client claims they never received something.
- Documents: you can upload files.
- Tags: see Tags for organizing clients into categories.
Documents are encrypted before they ever reach us
Every client document is encrypted on your device before upload, not on our server: not even we can read its contents.